Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

Tax Planning & Optimization ,   IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc) ,   Creditor Protection Considerations ,   Saving for College ,   Estate Planning ,   Employee Benefits Reviews ,   emergency planning and disaster preparedness ,   Asset Registration and Beneficiary Designation Reviews ,   retirement income sustainability ,   IRA and Small Business Retirement Plans ,   Retirement planning ,   Education Planning and Funding ,   Investment Portfolio Management ,   Social Security Planning ,   Insurance Risk Management ,   insurance planning and risk management ,   Retirement Savings and Retirement Spending Stress Testing ,   education planning